Quilter Cheviot is seeking a Paraplanning professional to join its Financial Planning team across Birmingham, Exeter, Leeds, and Carlisle. You will prepare in-depth reports for Advisers, determine suitable recommendations, and present outcomes that meet client needs.
The role requires paraplanning experience, a CII QCF Level 4 Diploma (or near completion), and strong analytical, writing, and communication skills.
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Paraplanner – Wealth Planning Analyst in Exeter employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a dynamic work environment that fosters professional growth and collaboration. With a strong commitment to inclusivity and employee well-being, we provide comprehensive benefits including a generous holiday allowance, a non-contributory pension scheme, and private medical insurance. Our hybrid working model across key UK locations allows for flexibility while being part of a team dedicated to delivering outstanding client outcomes and shaping the future of wealth management.
